Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16029
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16029
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Provide Front Desk support to customers and the public
Utilising our clients computer systems and manual documentation
Deal with Mail, Emails and telephone requests and instructions from/to members
Maintain systems including the IT system, banking system and other manual filing systems
Process deposits, withdrawal, transfers and cash reconciliations
Prepare and process Payroll Savings Systems, weekly, four weekly and monthly
Utilise and maintain the data input to the BACS/banking systems
Ensure income and expenditure is correctly accounted for in line with legislative requirements and our policies and procedures
Process Member applications and terminations
Process initial stages of Loan Applications
To assist the Operational and Assistant Manager to organise, deliver and participate in promotion and training events
Ensure that stationery and other office requisites levels are maintained to ensure continuous service delivery
Promote continuous improvement by
Maintaining knowledge of relevant guidance
Ensure quality and consistency of financial information
Promoting governance and risk management awareness and the maximising of resources to improve value for money
To carry out any other office duties that are required by management
Training:
No weekly release day into college
5 days per week in the workplace
6 hours 'off the job' every week for shadowing colleagues, specific training or writing of assignments
Assessor/skills coach will visit the work place every 4-6 weeks
Training Outcome:1. Role Advancement: Progressing to a full Member Services Assistant and other senior roles within the organisation
2. Skill Enhancement: Development of professional skills in financial services and customer relations
3. Educational Opportunities: Access to training programmes and potentially further education in finance or related fields
4. Diverse Career Paths: Exposure to various departments, leading to a broad range of career paths within BDCU
5. Leadership Potential: Long-term potential to grow into supervisory or management positions
6. Industry Network: Building connections within the financial services sector for future opportunities
7. Personal and Professional Growth: Gaining valuable experience and knowledge for personal financial understanding and career developmentEmployer Description:Bradford District Credit Union (BDCU) is a progressive non-profit ethical community bank owned by its members. With 10,000 members, we take pride in our 30 years of dedicated service. As a rapidly growing organisation, we serve as a community development hub by leading on innovate projects and events, collaborating with various partners to offer community and commercial projects aimed at fostering a savings culture.
At BDCU, we provide a "Faith Friendly" alternative to high street banks, predatory lenders, and costly money lenders. Our primary focus is to encourage savings through a range of accounts, including savings accounts and junior savings accounts. Additionally, we offer loans to our members and individuals in need of financial support. We extend our services to companies as well, providing savings and loan options to their staff, promoting safe and responsible financial practices.Working Hours :37 hours a week
Monday to Thursday
8.30am to 4.30pm
Fridays
8.30am to 4.00pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Team working,Financial Awareness,Time Management,Enthusiasm,Dependable,Honesty....Read more...
Core Duties and Responsibilities:
Deal effectively with queries from clients and other parties through effective communication
Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct
Working within the Operations Team you will discuss the business objectives, identifying and obtaining the information necessary
Liaise with product providers and other third parties to acquire additional information
Assist in identifying areas for planning and sourcing solutions suitable to meet the business needs and objectives. This will include assisting in the preparation of reports relating to services, propositions and marketing
Prepare letters and communication for staff purposes, in line with company policy and prepare associated accompanying documentation as required
This will include the pre-completion of documentation ready for staff to check and sign
You may at times be required to assist and provide support with administrative functions, for example: answering and directing telephone calls, monitoring emails and post, data entry, filing, scanning, providing management information and organising meetings, maintaining other office systems
You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review
Organising and planning events, diary management, keeping the operations team up to date and ensuring everything runs smoothly
Maintain company data within HR CRM to to ensure data is accurate and records kept up to date for review
Training:The Financial Services Administrator Level 3 Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
Develop your career within the Operations space, progressing in to the role of Operations Co-Ordinator
Employer Description:Pocock Sanders is an Independent Financial Adviser firm based in Berkhamsted and born out of two long established Hertfordshire based financial advice businesses – Pocock Rutherford and BP Sanders.
Our Financial Advisers provide financial advice that is tailored to our clients needs, in fact the very same advice that we would give to ourselves and our loved ones in similar circumstances.
We are passionate about personalised advice and simply believe in building lasting relationships that seek to support you over the longer term, displaying our values through our actions.Working Hours :Monday - Friday, 9.00am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Team working,Initiative,Time management,Friendly and approachable....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
My client is a rapidly expanding financial services and insurance client, and as part of their growth plan, they are seeking to appoint an Internal Audit Manager to focus on their Finance function.
You will work with stakeholders within the finance function to ensure that all teams are working compliantly and efficiently as possible and so strong communication skills will be essential.
Applicants will have ideally have prior experience of the Insurance Broking / MGA / Insurer world or proven experience within practice of assisting Insurance businesses. Responsibilities will include:
Communicate with and Assist Partner Consultancies with their procedures related to Control Testing, Quarterly Reviews, and the Corporate Audit.
Manage the day to day operations of the Financial Operations Audit Team.
Annual Budget Preparation, Budget Monitoring, and Bi-Weekly Review of Each Region’s Expenses.
Participate in Annual Risk Assessment Meeting, all Financial Operations Meetings, and other Company meetings as necessary.
Work closely with relevant stakeholders across the entire business including Tech Solutions, Retail, Risk & Compliance, Operations, MGA, Digital.
Be a point of contact for Profit Centres, ROLs, ROSs, and Team Members for answering questions.
Keep informed of industry and profession developments through a review of online seminars, maintaining related manuals and attending meetings.
Review and Revamp Audit, IT, ROL/ROS, Cash and other various programs as changes in industry or profession occur.
Schedule Reviews on a quarterly and annual basis.
Assist with the continued integration of the internal operation disciplines.
Perform Due Diligence for potential acquisitions as required.
Perform other specific duties and projects as assigned.
You will have experience in the following:
Experience in controls testing, substantive testing and analytics.
Strong experience in SOX Audit
Sound experience in IFRS and Accounting
Excellent stakeholder management
Strong client facing experience
Excellent documentation and presentation skills
The role can be based from any UK office (of which there are over 40 spread across the UK) but you must be prepared to undertake some travel as part of the role to other offices.
Applicants MUST be a qualified accountant with UK financial services experience. This role will not offer sponsorship.
£60-70k base (depending on experience) + benefits and bonus potential.....Read more...
Perform general office and receptionist duties, including maintaining a presentable space.
Handle administrative tasks for Invest Southwest and Will Management Services as needed.
Manage calls and record them in the firm's software.
Process incoming and outgoing mail and emails.
Scan and file documents per firm procedures.
Record activities promptly in the back-office system.
Professionally interact with clients, advisers, team members, suppliers, and providers.
Maintain confidentiality according to data protection laws and policies.
Adhere to ethical standards.
Pursue professional development.
Coordinate with third parties like accountants or solicitors when required.
Understand and follow the firm's policies and procedures.
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector.
An understanding of the role of the appropriate regulatory bodies.
The importance of relationship building with clients and colleagues.
Understanding of processes and procedures relevant to the role.
How to develop commercial awareness.
Building skills and capabilities within an organisation.
Professional Qualifications:
RO1 - awarded by The Chartered Insurance Institute (CII).
Completion of RO1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Pending a successful apprenticeship, apprentices will be encouraged to become full-time members of our team, where their commitment will be highly valued. There is also an opportunity to progress and further your career in the financial sector, including obtaining qualifications that can enhance your professional growth.Employer Description:Invest Southwest, Independent Financial Advisers, established in 2007, offers independent financial advice across the Southwest. We provide a range of solutions, including pensions, investments, protection, estate planning (trusts, wills, powers of attorney), supported by our sister company, Will Management Services.Working Hours :Monday to Friday, between 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative....Read more...
The Opportunity Hub is delighted to partner with a growing Financial Services firm in London, specialising in distressed and illiquid markets. The firm is renowned for innovative approach to sourcing and managing complex investment opportunities. We're seeking a motivated Credit Analyst specialising in high yield and distressed debts to join their dynamic team. Credit Analyst (High Yield/ Distressed Debts), based in London Here's what you'll be doing:Performing detailed credit analysis of high yield and distressed debt issuers, including financial statement analysis, covenant review, and risk assessment.Conducting thorough industry and market research to identify investment opportunities and assess macroeconomic factors affecting credit markets.Creating and maintain financial models to forecast company performance and evaluate different financial scenarios.Working closely with portfolio managers, traders, and other analysts to support the investment decision-making process.Ensuring compliance with all relevant regulations and internal policies.Here are the skills you need:Bachelor’s degree in Finance, Economics, Accounting, or related field.3-5 years of experience in credit analysis, preferably in high yield and distressed debt markets.Strong analytical and quantitative skills with proficiency in financial modelling and valuation techniques.Strong industry knowledge and interest in Financial AssetsHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceOpportunities for continuous learning and career advancementWork Permission: You must have the right to work in the UK. Visa sponsorship is not available at this time.....Read more...
Job Purpose:
Reporting to the Practice Manager to provide dedicated support to the Partners/Advisers for the day to day running of the practice to include meeting regulatory requirements, marketing, client servicing, business processing and IT whilst supporting the development of the Practice.
Support to the Practice:
To support the Partners by dealing effectively with the day-to-day business operation
To assist the Partners to take the business forward with creativity and positivity to meet the Partner’s goals
To operate & maintain effective systems, processes and procedures which enable Partners/Advisers to optimise client meetings
To support the Practice Manager in tracking compliance, licensing, CPD, regulatory and legislative requirements
Business Processing:
To liaise with the Practice Paraplanner to support the Partners to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards
Oversee and manage the submission of all client applications/advise sets in support of the Partners
Support the Partners to ensure all relevant information required for client files is available, current and compliant
Maintain accurate and up to date client information using the appropriate software programmes (ShareFile, iBusiness, SalesForce etc.)
Liaise with Head Office & admin centres as directed
Marketing:
Assist the Practice Manager in the creation and maintenance of the annual marketing plan
Support the distribution of marketing material to clients and prospects as agreed
Support the Practice Manager with the creation, authorisation and audit trail of adverts and advertising material
Support the Practice Manager with the end-to-end management of client events
Maintain and update client and prospect information
Maintain and update client service questionnaires
Practice Development:To support the Practice Manager:
With ongoing business projects
In developing new prospects and clients
To achieve Practice goals and objectives
To develop client relationships and referrals, service existing clients and assist in building new relationships
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This role isn’t just a job - it’s a stepping stone to a long-term career in the financial services industry. The right candidate will have access to fantastic opportunities for growth, training, and career progression.
Starting as a FS Administrator Apprentice, you can advance to:
Senior Financial Services Administrator - taking on more responsibility in business operations.
Managerial Level - overseeing teams and driving business success
Paraplanner - working closely with financial advisers to provide technical support
Financial Adviser - becoming a qualified expert, guiding clients in financial decisions
We actively support professional development, including further apprenticeships and qualifications to help you grow in your chosen path.
For the right candidate who shows dedication and potential, this role could lead to a permanent position within the company.
If you're ambitious and eager to learn, this opportunity can be the foundation of a long and successful career in financial services.Employer Description:At Zenia Wealth Management, we specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
Our key products & services include:
• Investment Planning
• Retirement Planning
• Protection Planning
• Inheritance Tax & Estate Planning
• Corporate Services
Our Company Philosophy is based upon building and maintaining a long-term trusted relationship, whilst providing bespoke individual tailored advice, to all our clients. It is the reason why many of our clients regularly refer their friends, relatives and loved ones to us.
Zenia Wealth Management now has a team of 7 fantastic members of staff, as shown in the flowchart below, who put the client’s needs and wishes at the core of all they do.Working Hours :Monday - Friday 8:30am - 4:30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Analytical skills,Team working,Initiative,Positive 'can do' attitude....Read more...
Main activities & responsibilities:
Lead and manage the end-to-end process of fee collection from pension scheme sponsors, members, and other stakeholders.Monitor, track, and reconcile incoming payments, identifying and resolving any discrepancies.
Work closely with finance, trustee services, and scheme actuaries to prepare and issue invoices and fee statements in a timely and compliant manner.
Ensure fee structures are correctly implemented in line with scheme rules and client agreements.
Maintain and update accurate records for audit and regulatory reporting purposes.
Provide support and guidance to junior team members and act as a subject matter expert on fee collection processes.
Assist with the implementation of process improvements and automation opportunities to enhance operational efficiency.
Liaise with internal and external stakeholders including employers, trustees, third-party administrators, and auditors.
Respond to queries relating to fees, contributions, and reconciliations, maintaining high levels of client service.
Processing payroll, making, approving and quality checking on payments made.
Training:You are required to come into the City Hub campus 1x Monday a month to join the other apprentices - you will be set work in this class to do over the month which will be marked and feedback given.
You will have one to ones every 4-6 weeks via Teams/and set tasks with the employer on Teams or face to face review. Meetings will take place with the assessor and the employer every 12 weeks, this is also either face to face or via Teams.Training Outcome:Once you complete your apprenticeship as a fee administrator, you'll transition into a full-fledged role in the field. As the company evolves, new opportunities may emerge, allowing you to explore different administrative and financial positions, further advancing your career.Employer Description:At Intelligent Money, we believe that everyone should have access to affordable and efficient financial products.
Since 2011, we’ve been helping financial professionals and businesses transform the way they operate with our white-label investment wrappers, regulatory services and operational support, underpinned by powerful platform technology.Working Hours :Monday - Friday, 35 hours per week. Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills....Read more...
Mortgage administrators at Echo Finance play a key role in our business, providing essential support to our brokers to help them deliver a 5-star service to our customers.
Day-to-day tasks our administrators carry out include:
Handling incoming calls from our customers
Providing support to advisors & clients
Case audits & suitability gradings
Using Microsoft packages including Outlook, Word and Excel (Google Workspace equivalents)
Recording and updating customer records on our in-house Echo CRM
Liaising with our clients, solicitors, estate agents, lenders, insurers & providers
Training:The Level 3 Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Progression and training opportunities for our administrators who have an interest in becoming mortgage brokers.Employer Description:Echo Finance is a whole-of-market Mortgage, Later Life, Protection & Home Finance brokerage who help people all over the UK achieve their financial goals.
With a strong track record in providing quality advice to our clients, we have been able to see sustained growth. You will enjoy a friendly and supportive working environment in the countryside of West Yorkshire, as part of an award-winning team of mortgage brokers.
As an administrator, you will be right at the heart of our client's operations, handling a diverse range of tasks to keep things ticking over smoothly.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience....Read more...
Director of Clinical Services Position: Director of Clinical Services Location: Leicester Salary: Up to £80,000 (dependent on experience) with additional benefits and enhancements Hours: Full-time Contract: PermanentMeditalent are recruiting for a Director of Clinical Services to work for our client – a UK leading healthcare provider based in Leicester. As part of the Senior Leadership Team, the Director of Clinical Services will drive the hospital's vision and strategic plans while maintaining high standards in quality, safety, patient satisfaction, and financial performance. This role demands leadership and communication excellence, along with an innovative and collaborative approach to improve hospital services continually.Experience and Skills:
Significant clinical leadership and management experience, ideally in a similar role. In-depth knowledge of clinical governance, quality assurance, and infection prevention practices.
Candidates must hold an active NMC registration.
Capable of supporting and mentoring line managers, providing guidance and resources to help them lead their own teams effectively.
Financial experience with budgeting, cost management, and resource allocation.
Skilled in strategic planning and aligning team objectives with the broader organisational goals.
Proven experience ensuring compliance with CQC standards and other legal, professional care standards.
Excellent relationship-building skills, with the ability to collaborate with a range of internal and external stakeholders.
A strong commitment to nursing, mentorship, and professional development.
Development Opportunities:
This role offers CPD (Continuing Professional Development) opportunities, providing pathways for career growth and professional enhancement in clinical leadership.
Benefits on offer:
Generous holiday allowance + Bank holidays
Private Medical Insurance & Life Assurance
Enhanced Company Pension
Fully funded CPD – Management courses, Post Graduate Certifications and much more! A company which invests in you
Plus, much more – Ask to find out full details!
This position is perfect for an experienced healthcare leader with a passion for clinical excellence, patient care, and staff mentorship. If you have a background in clinical services, a commitment to continuous improvement, and the drive to meet challenging goals in a rewarding environment, we would love to hear from you!For more information, please apply with your CV!....Read more...
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases. Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types. This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services. Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required. Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software. Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital. The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders. This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products. Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes. Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness. Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation. Project Administrators also facilitate and manage compliance submissions as needed. This role includes dispatching service orders to WTI Technicians, tailored to the specific project type. For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting. Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights. Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations. Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days. This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements. Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services. They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval. The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end. This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting.
OTHER REQUIRED DUTIES:
Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur Hours to Day Conversions Calculating Market Price Weekly backlog meetings Review and resolve customer disputes Manage tech service expenses Assist with travel and hotel arrangements for maintenance and repair routes Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation Coordinate material orders Review and process Readsoft workflow items Monitor daily, weekly and monthly reports Customer/Vendor Billing Portals Bi-weekly Project Review Meetings Payment Reconciliation Report low margin jobs Facilitate effective communication Process Implementation Reviews Assist in the preparation of project presentations, reports, and other project-related materials Problem Solving Conflict Management Escalation of concerns and issues Archive Project files as necessary Participate in special projects when necessary
EDUCATION:
Business Management/Administration or equivalent combination of education and experience.
EXPERIENCE: 4-7 years related experience and/or training Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage
OTHER SKILLS AND ABILITIES:
Ability to handle multiple tasks, prioritize effectively, and manage time efficiently. Keeping records, documents, and project files organized and easily accessible. Excellent written and verbal communication skills to interact with team members, stakeholders, and clients. Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint). Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed. Ability to think critically and adapt to changing project conditions. Understanding of project budgets, cost tracking, and financial reporting. Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports. Strong time management skills to handle project deadlines and ensure timely task completion. Ability to manage time effectively in a fast-paced environment. Ability to work well with a diverse group of people, from team members to external vendors. Skill in fostering a collaborative, respectful work environment. Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress. Ability to resolve conflicts and keep the team working toward common goals. Handling disputes diplomatically and maintaining positive relationships among project team members. Knowledge of State prevailing wage, DB and SCA
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online!....Read more...
Company OverviewThe Opportunity Hub UK is recruiting on behalf of an innovative financial services firm specialising in illiquid markets. This independent organisation is renowned for delivering best-in-class financial solutions within sales, trading, and advisory, particularly for institutional and high-net-worth clients. Established in 2009, the firm has extensive expertise in trading distressed debt, credit securities, and other illiquid assets, consistently adding significant value by addressing complex liquidity and execution challenges.Experienced Back Office Support – Fixed IncomePosition: Experienced Back Office Support – Fixed IncomeLocation: Central London (Office Based)Salary: £50,000 - £65,000 per annumJob OverviewWe’re looking for an experienced back-office professional to support essential fixed income transactions and operations. This role is an excellent opportunity for someone with established experience in financial operations and a strong grasp of fixed income products and settlement processes. As an Experienced Back Office Support – Fixed Income, you’ll contribute to the smooth operation of the firm’s fixed income activities.Here’s What You’ll Be Doing:Trade Booking and Confirmation: Managing the booking and confirmation process for complex fixed income trades, ensuring timely and precise handling.Settlement and Reconciliation: Overseeing settlement activities and conducting reconciliations to resolve any discrepancies effectively.Compliance and Regulatory Reporting: Ensuring that all fixed income transactions comply with regulatory standards, including comprehensive record-keeping and reporting.Process Improvement: Identifying and implementing best practices to enhance operational efficiency.Client and Counterparty Management: Serving as the primary contact for clients, brokers, and counterparties to resolve trade-related issues.Technical Support: Leveraging industry-standard software to support fixed income transactions and reporting needs, providing troubleshooting as needed.Here Are the Skills You’ll Need:Experience: At least 3 years in a back-office role, ideally with exposure to fixed income or related financial products.In-Depth Knowledge of Fixed Income Products: Solid understanding of bonds, loans, structured products, and general market practices.Regulatory Knowledge: Familiarity with compliance standards pertinent to fixed income trading and settlement processes.Analytical Skills: Strong ability to analyse discrepancies and troubleshoot operational issues.Technical Proficiency: Proficiency with industry tools such as Bloomberg, TradeWeb, and advanced Microsoft Excel.Communication and Interpersonal Skills: Excellent communication skills for engaging with internal and external stakeholders effectively.Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here Are the Benefits of This Job:Competitive Salary: Offering a strong salary with performance-based incentives.Industry Exposure: Gain valuable exposure to a diverse array of fixed income products and industry practices.Career Development: Support for continuous professional development and career growth opportunities.Why Pursue a Career in Fixed Income Back Office Support?A career in fixed income back office support provides essential experience in the financial services sector, developing highly transferable skills in trade operations and regulatory compliance. Working in fixed income offers a unique perspective on market mechanisms, enabling you to gain expertise in managing and supporting complex transactions. This role opens pathways for advancement within the financial industry, especially in finance and operations.....Read more...
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension). This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference:
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension). This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference:
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
The general Accountancy duties within this role may include:
Dealing with basic book keeping
Processing invoices
Recording receipts and payments
Preparing and checking ledger balances and other monthly and yearly accounts
Completing and submitting tax returns, VAT returns and National Insurance contributions
Handling company expenses and payroll systems that pay wages and salaries
Using computerised accounting systems
Understanding your organisation
Be aware of the organisations needs and activities and their impact for accounting and finance.
Accounting systems and processes
Identify, collate and process financial and accounting data from primary sources such as business records.
Attention to detail
Examine financial and accounting data to identify issues with quality and reliability as instructed and in accordance with guidance.
Correcting financial data errors
Rectify errors in financial and accounting data, escalating problems beyond their remit as appropriate.
Ensuring accurate financial records
Reconcile transactional data to minimise the chance of errors in financial and accounting outputs such as sales and purchase invoices, sale and purchase orders, bank statements and payroll.
Optimising efficiency
Plan and review workloads with supervisor to ensure best use of time to complete allocated tasks efficiently.
Professional communication
Communicate with internal and external stakeholders using appropriate methods and professional language. Examples may include letters, phone, face-to-face, e-mail, video call, online chat functions etc.
Secure data management
Use financial and accounting software packages to input and manage data safely and securely in line with organisational instructions.
Teamwork
Provide support to team members to help ensure that financial and accounting activities are carried out within expected timescales and quality expectations.
Continuous learning
Keep up to date with developments to enhance relevant skills and take responsibility for own professional development.Training:AAT Level 2 Certificate in Accounting which contains:
Introduction to Bookkeeping
Principles of Bookkeeping
Principles of Costing
The Business Environment
Training Outcome:
The opportunities in the world of business are endless. Many apprentices start in business administration, customer service or accountancy, which are great stepping stones into lots of exciting careers
You can go on to specialise in a particular field and into management. You will find people who started in finance and administration working in all professional areas and at all levels
Employer Description:At Gow and Partners, we are progressive and forward-thinking, but we are also incredibly proud of our history. Founded by Alexander Gow, our company began offering traditional tax and advisory services in 2012. Since then, we are thrilled to have served a vast array of clients and communities, making ground-breaking achievements in the world of accountancy.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Analytical skills,Team working,Initiative....Read more...
Provide IT resources as required including:
Networking (basic troubleshooting)
Telephony assistance and troubleshooting
Technical support for supported software applications and hardware
Set up and maintain user accounts for staff & offices
Set up and maintain systems and services used by external Raymond James branches and offices
Create and maintain documentation and training support materials
Triage and manage incoming service requests and incidents
Ensure that open service requests and incidents are resolvedpromptly and within SLAs
Other duties as assigned
Specialist/Technical Knowledge:
Use of Windows 10 is essential
Use of Microsoft Office - 2016 / 2019 / 365 is essential
Qualities we look for:
Excellent communication and interpersonal skills
Demonstrable commitment to providing excellent customer service
Excellent time management and organisational skills
Ability to multi-task and prioritise
Training:
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying
ICT (Information Communications Technician) level 3 apprenticeship standard
You will also receive full training and support from the Just IT
Apprenticeship team to increase your skills
Your training will include gaining a level 3 IT qualification
Training Outcome:
Potential full time position for the right candidate after completion of apprenticeship
Employer Description:When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.
Today, that client-focused approach has extended to serve client accounts through approximately 8,800 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.Working Hours :The role includes a requirement for shift work (07:00 - 15:30 08:00 - 16:30 & 09:00 - 17:30) and may occasionally require the candidate to work outside of standard office hours.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Administrators will assist the Mortgage Advisors with their clients by:
Administering mortgages to offer stage
Selling Home Insurance
Keeping clients, solicitors and estate agents up to date with progress of applications
Establishing and maintaining relationships with Estate Agency introducers
Researching mortgage facilities and placing cases with lenders
Eventually moving on to telephoning warm leads and making appointments
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor
Employer Description:Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pmSkills: Communication skills,Attention to detail,Team working,Initiative,Enthusiastic,Personable,Motivated....Read more...
Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield.Job Role:
As a Financial Planner, you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages.Job Details:
Pay: NegotiableHours of Work: Monday to Friday, Hybrid arrangementDuration: PermanentOvertime Rules: N/A
Essential Skills & Experience:
Be working as a Financial Planner building a client base of approximately £6 million in value
Desirable Skills & Experience:
Financial planningMortgagesLife insurancesLifestyle planningPensions
Desired Qualifications:
Chartered Financial Planning status
Desired Qualifications:
Diploma Level 4 in Financial Planning or similarChartered status or working towards Chartered status
Additional Information:
Structured and compliant company support for self-employed advisorsOpportunity to manage a substantial and diverse client portfolioFlexibility to work on a hybrid basis
Similar Job Titles:
Financial AdvisorCommutable From:
Sheffield, Chesterfield, Rotherham, WorksopFor further information about this and other Financial Planner positions, please apply now.This vacancy is being advertised on behalf of Recruit4staff Limited, who are operating as a recruitment agency.....Read more...
· Assist in processing mortgage applications and documentation.
· Conduct research on mortgage products and market trends.
· Provide administrative support to the mortgage advisors.
· Communicate with clients, lenders and stakeholders.
· Maintain accurate and organized records in compliance with industry regulations.
· Collaborate with team members to ensure smooth workflow.Training:The Financial Services Administrator (Level 3) apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
· Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Right candidate may have the opportunity for career advancement within the company.Employer Description:Our core mission as a company is to help our customers achieve their purpose in finding a new, dream home, and because we know that every case is different, we take care to individually assess the needs and finances of our customers . Why? Well, the answer is simply this: our aim is to find solutions that are best tailored for every scenario and customer we come across.Working Hours :Monday to Friday 9.30am to 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Motivated,Punctual....Read more...
Our newest client is making waves in the Financial PR sector! They're a team of talented writers, designers, strategists, analysts, and social media enthusiasts, who are dedicated to delivering best-in-class digital marketing and communication strategies for their financial and professional services clients. They believe in fostering an entrepreneurial spirit and encouraging their team members to think outside the box and bring their quick-witted ideas to the table. Here's What You'll Be Doing:Work hand-in-hand with clients to develop digital and social initiatives like content development, analytics, social listening, and paid media amplificationTake the lead on creative deliverables and support senior team members to ensure all work is delivered on time and on budgetWrite, edit, and review first drafts of social content, blog posts, analytics reports, internal and external memos, and client recommendationsMonitor the pulse of social media and provide insightful reports to clientsStay on top of deadlines and ensure accurate reportingKeep a pulse on the latest trends in digital marketing, both locally and globallyLaunch paid social campaigns, and make sure your client's objectives are metShow off your expertise in your client's business and industry, and keep tabs on their competitionDevelop strong client relationships and communicate effectively through phone, email, and in-person Here Are The Skills You'll Need:Strong project management skills and the ability to handle multiple workstreamsA team-first mentality and a love of outcomes over processGreat time management skills and the ability to prioritizeResourcefulness in seeking answers when neededExcellent proofreading, editing, and attention to detailOutstanding client and interpersonal skillsA minimum of 2-4 years of relevant experience in digital, social media, or creativeA Bachelor's degree in Marketing, Public Relations, Communications, Advertising, or a related fieldAgency experience and a background in a regulated field such as financial and professional services is preferredFamiliarity with digital tools like Khoros, Spredfast, TalkWalker, Google Analytics, Hootsuite, SEMRush, and othersStrong research and synthesis skills to create clear and polished reports and memos Here Are The Benefits of This Job:Premium healthcare plans, including medical and vision coverage: Your health is a top priority!Pension match: 4.5% - start planning for your future today!Hybrid work model: Work from the office three days a week and from home the other two. Choose your own schedule!Generous Paid Time Off (PTO) package including birthday PTO and 6 "It's Ok" days - because life's moments are precious!Custom career opportunities: Choose your own adventure!2 weeks of remote work per year: Do your thing, wherever you want!....Read more...
The Accounts Apprentice is responsible for providing a form of bookkeeping services for the branches
The branches themselves do not have access to the main financial system and so this role will essentially process all their transactions in order to ensure financial records are accurate and up to date
Act as the point of contact for allocated branches (involves interaction and support to Treasurers and Branch Office Staff)
Recreate monthly branch transactions on the accounting system (involves creating and attaching invoices, updating supplier records, ledger bank accounts and related nominal codes)
Perform bank reconciliations for branch bank accounts
Perform balance sheet reconciliations for branch bank accounts
Posting journals
Generating adhoc payments to members
Other ad hoc duties as prescribed by the Financial Accountant or Financial Controller to assist in achieving Finance Department objectives
Training:
Accounts/Finance Assistant Apprenticeship Level 2
This level is ideal for existing staff or new talent in accounting and finance
Their work could include basic bookkeeping activities, working with sales and purchase ledgers, running calculations to ensure that records and payments are correct, recording of cash and data entry
Learners will complete the mandatory AAT Level 2 Certificate in Accounting
The Certificate in Accounting comprises of four exams and an End Point Assessment.
You must successfully complete the following:
Introduction to Bookkeeping (ITBK)
Principles of Bookkeeping Control (POBC)
Principles of Costing (PCTN)
Business Environment (BESY) EPA
In Tray exercise An apprenticeship has to be relevant to the job you are undertaking and you must dedicate time to off the job training, as well as completing knowledge, skills and behaviours associated with your apprenticeship
Training Outcome:
Potential perm role after in the accounts team
Employer Description:When you join the Police Federation of England and Wales, you will be part of a non-for-profit organisation that serves more than 145,000 rank and file police officers in the political and personal arena. If you enjoy working in a challenging and complex environment, connecting with a diverse range of people, Police Federation of England & Wales is a great place to work.Working Hours :Monday- Friday
Shifts to be confirmedSkills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Key Responsibilities:
Administrative Support:
Assist in the day-to-day operations of the office, providing administrative support to various departments
Maintain accurate records and ensure that all documentation is organised and up-to-date
Communication:
Handle incoming and outgoing correspondence, including emails, phone calls, and mail
Assist in scheduling meetings and coordinating appointments for team members
Data Management:
Input, update, and manage databases to ensure the accuracy and confidentiality of sensitive information
Assist with preparing reports, presentations, and other documents as needed
Customer Service:
Provide friendly and professional support to clients and service users, addressing inquiries and resolving issues when necessary
Collaborate with team members to enhance the customer experience and support service delivery
Financial Administration:
Assist with basic financial functions, such as invoicing, processing payments, and reconciliation of financial records
Project Support:
Support project management tasks, including tracking progress and assisting in project-related activities
Training:
As a Level 3 Business Administrator Apprentice, you will receive structured training that includes hands-on experience, mentorship, and study as part of the apprenticeship program
You will acquire practical skills and knowledge applicable to a career in business administration, setting a solid foundation for future career growth at the Essex office
Training Outcome:
This may lead to a Business or operations executive/manager
Employer Description:Health Tech Services Group (HTSG) Limited is a leading innovator in the healthcare industry. It leverages cutting-edge technologies such as facial recognition, artificial intelligence (AI), and machine learning (ML) to provide comprehensive solutions for safeguarding vulnerable adults and delivering doorstep healthcare services. In addition to its core services, HTSG offers in-house Continuing Professional Development (CPD) training courses to upskill its team members and support the broader care industry and corporate sectors in building knowledgeable and proficient teams.
HTSG Core Services:
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Care Safe Mobility: HTSG works with 24-hour non-emergency patient transport and ambulance services and offers bed-to-bed transportation services for hospitals, clinics, and laboratories, ensuring these services are readily and easily accessible. Under the process of registering. Care Safe Mobility was earlier registered with the CQC (https://www.cqc.org.uk/location/1-9966471035)
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Clinic At Home: HTSG provides doorstep healthcare services, including home visits by qualified healthcare professionals for medical assessments, treatment and ongoing care management. Through remote patient monitoring devices and telehealth platforms, HTSG enables continuous patient health status monitoring, facilitating early intervention and personalized care by implementing digital safeguarding measures for vulnerable adults using facial recognition technology and AI-powered algorithms.
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WatchRx: HTSG offers remote patient monitoring services to vulnerable adults designed to improve patient outcomes, enhance quality of life and promote independence. Our services include a Medicine reminder system, Fall prevention technology, Geo-fencing capabilities and Automated vitals collection. The benefits of our remote patient monitoring services include improved health outcomes, enhanced safety and independence, cost-effective healthcare and personalized care management. We are committed to leveraging technology to empower vulnerable adults and support their healthcare needs. By monitoring and analyzing behavioural patterns in real-time, HTSG can proactively identify and mitigate potential risks, ensuring the safety and well-being of vulnerable individuals.
CPD Training Courses: HTSG offers in-house CPD training courses designed to enhance the skills and knowledge of its team members. These courses cover a wide range of topics relevant to the healthcare industry, including best practices in patient care, regulatory compliance, and the latest advancements in healthcare technology. Additionally, HTSG extends its training programs to external stakeholders in the care industry and corporate sectors, aiming to foster a skilled and competent workforce.
Air Ambulance (AmbuFly): HTSG includes Global Medical Tourism Services so you can get the best of World-Class treatment from your comfort and convenience.
We are fully insured and locally regulated by the Care Quality Commission* (CQC), Health Inspector Wales (HIW), and local Councils. We are also working on our ISO* 9001, 14001, 27001, and Cyber Essentials. So, you and your data are fully protected. For more information or partnership opportunities, don’t hesitate to contact us.
Our Expertise
HTS Group offers technology and support that facilitates round-the-clock, UK-wide access to services for corporate, insurance, or self-paying clients in the following sectors:
Healthcare assessment and management
Medical transport and repatriation (road & air)
Diagnostics (Laboratories and Radiology)
Healthcare and management training
Pharmacies
Healthcare R & D
Healthcare Logistics
Medical TourismWorking Hours :Monday - Friday, 9.30am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
As Management Accountant you will be leading member of a small but dynamic finance team responsible for producing accurate and timely management accounts, forecasts and insight to support the business achieve its financial targets. The role requires a strong understanding of legislation based business models and financial modelling, challenging financial assumptions whilst building and maintaining strong internal relationships with Operations. This is a key role in the finance team with significant responsibility and scope to develop. This position is a full time, permanent position, working for our client on the outskirts of Stratford upon Avon. The role is hybrid (2 days in the office) and there are lots of excellent benefits offered too.
As Management Accountant, you be responsible for:
Management Accounts
Ownership and regular updating of lead schedules to support month-end close process
Processing monthly revenue and cost journals to ensure accurate financial results are reported in line with the monthly timetable
Reconciling actual invoiced costs with operational cost models
Producing insightful financial performance reports with key revenue and cost drivers
Presenting financial performance to Operations highlighting trends and variances to support the business achieve its financial targets
Forecasts and Budgets
Working with Operations to prepare monthly forecasts and annual budgets with supporting narrative, assumptions and variances
Preparing high level forecasts and scenarios based on key metrics
Attending Operational strategy meetings and ensuring decisions are made with full understanding on financial impact
Owning and updating relevant weekly cash forecast schedules
Financial Analysis
Working with Operations to prepare monthly forecasts and annual budgets with supporting narrative, assumptions and variances
Preparing high level forecasts and scenarios based on key metrics
Attending Operational strategy meetings and ensuring decisions are made with full understanding on financial impact
Owning and updating relevant weekly cash forecast schedules
Other
Timely, accurate completion of monthly control account reconciliations and pro-active resolution of queries
Supporting Accounting Services to ensure invoices are processed accurately and timely, queries are resolved and working capital is maximised
Supporting delivery of key finance projects and providing technical advice where required
Assisting the annual year-end audit with the production of audit evidence and explanations
Periodically reviewing and updating process documents
Highlighting process improvements and working alongside Operations and Finance to implement changes
Becoming subject expert in a number of areas and sharing knowledge across the team
As Management Accountant, you must be/have:
At least 3 years’ experience working in a management accounting role in a multi business unit organisation
Possess an enquiring and commercial mindset with ability to understand business models and see the big picture
Confident at operating and communicating at all levels of the Company, Division and Group
Solid understanding of all key financial and system processes i.e. customer billing, credit control, purchase invoice processing and payment, month end accounting and reporting
Experience of using core functionality of an accounting application such as Microsoft Business Central
Experience of using excel based querying and reporting software to extract data and present insightful financial information
Confident at using advanced functionality in MS Office applications (Outlook, Teams, Excel, Powerpoint)
Strong work ethic, positive can-do attitude and pro-active problem solver
High level of professionalism and awareness of processing confidential information
Qualifications
Essential: Finalist / Qualified ACA, ACCA or CIMA
Desirable: Educated to degree level with 1st or 2:1 qualification
Full UK driving license
What’s in it for you?
Salary: up to £45,000 + 15% bonus
Very flexible hybrid working
Annual discretionary bonus up to 10%
25 days holiday with option to buy sell holiday (up to 10 days annual leave)
Access to voluntary benefits including private medical insurance, cycle to work scheme, subsidised gym membership
Automatic inclusion in Life Assurance, Critical Illness and Disability Income protection schemes
Pension scheme up to 8% employer contribution
Access to reward & discount platform
Wellbeing initiatives
Volunteering day
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